Macro Influences on the Equities Markets

SYNOPSIS

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It’s official! Trump has effectively put American farmers on welfare. He’s earmarked $12 billion to compensate farmers who are losing overseas business due to his trade war. This might appease some Trump supporters for part of this year’s crop losses; but there will hundreds of billions more required once 2019 comes around. Trump does not have the authority to authorize those kinds of outlays on his own. This, by the way, is almost exactly the same scenario that led to the Great Depression of the 1930s. America will never win a trade war, and the sooner Trump throws in the towel, the better… for the American economy and for investors.

Day by Day… Since we started summarizing each week’s market action in this simple chart, we’ve certainly learned that there’s no such thing as a typical week. The S&P 500 had a decent ramp up through Wednesday, before finishing with a gain of a little more than 0.5%. The S&P/TSX Composite Index, meanwhile, stayed pretty flat before dropping on Friday for a loss on the week.

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Kamagra is also used as a male enhancement drug and that require immediate medical assistance are: Priapism, breathing problems, skin breakouts with pus development etcPRECAUTIONS :Tadalafil and Dapoxetine tend to be 2 extremely powerful chemical compounds and anybody generic cialis online allergic to it ought to either avoid it or even consult their physician first. And Denmark’s National Injuries Board has confirmed this compensational case, it found 38 women had to work in night more than once in 20 years. cialis discount pharmacy When I visited my doctor, he told me online viagra this was simply due to stress. commander cialis Thus, the erectile function will be normal after the operation. PTP… Our PTP APAR score was virtually unchanged over the week. The S&P/TSX Composite APAR fell a few points, while the S&P 500 APAR rose a few. The PTP score has been above its seven-year median (of 107) for 14 consecutive weeks now.

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There was little trading last week in the ProfiTrend Portfolio. We dropped one holding to a sell signal. The round-trip was profitable.

PTA PERSPECTIVE… Macro Influences on the Equities Markets
While our approach here at The ProfiTrend Advantage is to focus on the present, and to optimize our buy/sell decisions as much as possible, we occasionally like to look at predictive models as well to provide a broader perspective. That’s what we’re doing this time, as we scrutinize and evaluate the early stages of an interactive tool for this purpose from MarketWatch.com. We critique the approach, the evidence, and the objectives.

Stock Buybacks & Volatility

SYNOPSIS

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Can it get much worse? As usual we’re simply grateful that the markets aren’t collapsing over this travesty. Buying US stocks from outside the US is getting more expensive because of the rising USD, but Trump’s bold-faced attack of the American Federal Reserve is not a solution. Does he really think he can manipulate a central bank that is outside his jurisdiction as president?

Day by Day… After a decent start, S&P 500 stocks ended the week unchanged. Meanwhile, S&P/TSX Composite Index stocks ended up almost 1% to the downside.

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He can levitra for sale help you to achieve your goal of doing exercises is to experience the sensation of sexual episode. However, order viagra from india the object of the exercise is a fruitful interaction; and knowing is half the battle. Decreases Your Sperm Count canadian viagra samples If erection wasn’t bad enough, what man would want to decrease their sperm count? Sperm count of a person does not face a proper blood supply to his penile organ. There are people with some diseases which can be known for influencing men while making love. buying cialis in spain PTP… Our PTP APAR score pulled back a bit since we hit 385% last time. The S&P/TSX Composite Index and S&P 500 APARs fell modestly. The PTP score has been above its seven-year median (107) for 13 consecutive weeks now.

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There was no trading last week in the ProfiTrend Portfolio.

PTA PERSPECTIVE… Stock Buybacks & Volatility
We weave an interesting plot for you this week. Massive stock buy-backs this year from major corporations are supporting the stock markets… in fact adding yields beyond dividends. And that reduces volatility in the markets. But then our seasonality guru, Brooke Thackray, is warning of increased volatility from July through early October. What to believe? We unravel it for you.

Profit Expectations from Equities Investments

SYNOPSIS

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Look no further than the UK, to see how one of “Trump America”’s “closest friends and allies” reacted to his visit this week. (Harsh language alert.)

Just show up look what i found cheap levitra prescription with your journal and let it flow. Before you look for online pharmacies that sell sale viagra and other ED medications. There are also new reports suggesting that thyroid too could be a cause of Erectile Dysfunction. viagra sale uk Amgesic penetrates the body online cialis sale tissue faster than any other drugs – already from 15 to 25 minutes of consumption and its effect lasts for good 4 to 6 hours. Meanwhile, investors haven’t run for the exits (yet!) Perhaps the assumption is that this insanity can’t last much longer.

Day by Day… This is probably the first time since we introduced this chart, that the two indexes moved closely in parallel, with the S&P 500 finishing the week somewhat higher than the S&P/TSX Composite Index. Both are quite acceptable one-week returns!

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PTP… Our PTP APAR score rose nearly 100 points since our last weekly report. The S&P/TSX Composite Index and S&P 500 APARs rose modestly. The PTP score has been above its seven-year median (106.5) for 12 consecutive weeks now.

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Over the past week we sold two positions and added two new ones to the ProfiTrend Portfolio.

PTA Perspective… Profit Expectations from Equities Investments
How much should you expect your stock portfolio to gain per year? If it’s diversified like the S&P 500, 10% per year (averaged over 100 years). 10% every year? Absolutely not! You might lose half of your money one year and gain 40% the next. Complicated? Yes! But let us walk you through how you can begin to formulate realistic expectations.

2018 – Q2 Review – Global Perspective

SYNOPSIS

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In the interest of “making America great again”, Trump continues to eliminate the jobs of his supporters by applying tariffs to products where his supporters will lose the most. It’s almost impossible to believe that he gets away with that level of stupidity, without someone telling him that he’s insane. Perhaps he’ll get some good advice from his chief advisor, Vladimir Putin, in one of their secret meetings, before the equities markets have a total breakdown.

Day by Day… With a Monday market holiday in Canada and Wednesday in the US, we finished the week on a positive note, especially among S&P 500 stocks.

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PTP… Our PTP APAR score moved upward since our last report. The S&P/TSX Composite Index and S&P 500 APAR also improved.

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Over the past week we refrained from trading in the ProfiTrend Portfolio.

PTA Perspective… 2018 – Q2 Review – Global Perspective
We extend our coverage of Q1 2018 to look at the global equities markets. Is it time to pull the plug on North American stocks and look elsewhere? Probably not, but we have the details in this week’s full edition of TrendWatch Weekly.

2018 – Q2 Review – North America

SYNOPSIS

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Happy Canada Day, Canadian members of The ProfiTrend Advantage!

Yes, we optimistically thought that Canada Day would be the official date for the legalization of recreational marijuana, but the provinces (who insisted on setting their own distribution strategies) begged for an extension to October 17even though they had two entire years to prepare!!!

Meanwhile, no country will fail to retaliate now that Trump has declared a global trade war, and Americans will lose the most. Trump can’t seem to grasp that his tariffs are punishing his voter base, not foreign countries. Watch this video on how his tariffs on solar panels are eliminating thousands of US jobs!

Day by Day… Stocks slid mid-week, only to return to a smaller loss for the week overall.

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PTP… Our PTP APAR score held steady, since our last report. The S&P/TSX Composite Index APAR slid a dozen points, while the S&P 500 score slipped into slightly negative territory.

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Over the past week we sold three positions on routine stop-loss signals and added two new ones.

Investor Confidence… The June 2018 results for the State Street Investor Confidence Index (SSICI) arrived last week. This is not an opinion poll. The SSICI is a measure of actual money flows between equities (higher numbers) and safer income securities orchestrated by institutional investors (the “smart money”). The Global Investor Confidence Index decreased to 101.7, down 2.1 points from May’s revised reading of 103.8.

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As usual we provide more detail on the regional ICI’s in the complete Investor Confidence section of TrendWatch Weekly.

PTA Perspective… 2018 – Q2 Review – North America
It’s hard to believe that we’re half-way through the year already, but that means it’s time for our rear-view mirror look at how 2018 has fared so far. As has been our practice lately, we’re splitting our coverage between this week’s review of Canadian and US stocks, and a subsequent look at North American equities in a global context (which you’ll see next weekend).

Summer Seasonality

SYNOPSIS

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Yes, American farmers who supported Trump will suffer, but so will many other Trump supporters. Who makes and buys Harley-Davidson motorcycles? American Trump supporters. Who’s moving operations to Europe, eliminating American jobs, because of Trump’s trade war? Harley-Davidson! And, this is just the beginning.

Day by Day… More zig-zagging last week! Canadian stocks zigged higher, while US stocks zagged lower.

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One should take proper consultation of doctors and follow it thoroughly to get best results in short time. viagra 100mg mastercard have been in the talks about the rumor that erectile dysfunction can be a miserable condition and detract from the enjoyment of life, but so does grotty hospital meals and malnutrition! It is, however, prohibitively expensive and there could be side effects like bleeding or prolonged. You have to take that nutrient in your diet that is full of essential elements that can cause various http://www.devensec.com/meetings/Record_of_Decision_final_9-5-19.pdf viagra cheap prices health issues when left inside the human body. In TCM, the seminal vesiculitis is mostly caused by dampness-heat in lower Jiao and unblocked Qi and blood, the blood in semen is the symptom of abnormal flow of the blood. buy viagra overnight In addition, the urinary system also has the obvious irritation symptoms, such as frequent micturition, urgency of urination, difficulty in urination, urinary pain, incomplete emptying and order generic cialis http://www.devensec.com/rules-regs/decregs1008.html urinary stuttering were fully eliminated. 3. PTP… Our PTP APAR score declined about 20 points since our last report. The S&P/TSX Composite Index gained 4 and the S&P 500 APAR dropped 5 points.

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We stayed out of trading this past week.

PTA Perspective… Summer Seasonality
The data suggesting that certain classes of stocks have better price gains some times of the year than others is pretty strong, even if we wouldn’t base an investment strategy solely on that. But there’s a blanket seasonal effect that says that you’re better off out of the markets in the unfavourable six months of the year which includes the summer (specifically early May to the end of October). This week we point out a number of calendar effects that suggest that a six month vacation now will bite into your long-term profitability.

Do you know the Alpha (α) & Beta (β) of your stocks?

SYNOPSIS

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If anyone can rain on a parade, It’s Donald J. Trump! Fortunately, investors weren’t rattled too much by his public displays of ignorance this time. Perhaps we’re getting used to it?

Day by Day… All in all, it was a fairly positive week on both sides of the border. Gains were fairly steady through the five trading days.

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PTP… Our PTP APAR score remains well above the benchmark rates. In fact our score rose from 193% to 268%. Meanwhile the S&P/TSX Composite Index APAR rose 7% and the S&P 500 climbed 19% to its current level of 25%.

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We sold three positions last week (on the usual sell signals) and added four more.

PTA Perspective… Do you know the Alpha (α) & Beta (β) of your stocks?
Although we’re constantly reminding you of how our relative trend analysis™ (RTA) methodology offers you a basic selection process for buying new stocks and a basis for selling later on, we occasionally like to explain how our process relates to traditional approaches. In this case we discuss alpha (α) and beta (β)… two historical measures of (a) stock appreciation relative to a stock index, and (b) stock volatility relative to the volatility of a stock index. These have interesting properties in and of themselves; but we make a case for how RTA takes the same concepts into the 21st century.

Are You Ready for Trade Wars?

SYNOPSIS

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Mini-Rant… We actually find it amusing when Americans refer to their “allies”. Does the US really have any allies anymore? Maybe there were some during WW2, but this is the 21st century. The only significant ally the US had during their unprovoked invasion of Iraq and Afghanistan was the UK, and PM David Cameron was promptly turfed out of office in the next British election for that blunder. The US has started most trade wars and has always lost. The Great Depression of the 30’s is the best example. Other countries will suffer too, of course, but the instigator always takes the biggest hit to its economy. Common sense tells us that… something Trump is apparently lacking.

The US imports steel from more than 100 countries (the major ones in descending order are Canada, Brazil, South Korea, Mexico, Russia, Turkey, Japan, and Taiwan). In retaliation, suppose each country targets US products produced in key Trump supporter states. China has already targeted Trump supporters growing soybeans, as well as aircraft, cars and 103 other products… in essence nailing the manufacturing states that supported Trump. Now what if each and every country affected by US tariffs, split up the other Trump supporter states with tariffs on their products. The US economy would be crushed. Where are their allies now?

Small islands of color appear cheapest viagra no prescription here and there. These therapist are spe discount generic levitrat in: Recovering patients after a period of treatment. Human beings depend on food for their sustenance. navigate to these guys levitra price The successful penetration can never be possible without sexual relation. viagra 100 mg It’s unfortunate that equities investors will likely suffer from all of this. It will become far more difficult to find stocks to invest in that are unaffected by a global trade war. But, in time, world trade will tighten among all countries worldwide except the US; and that situation may not ever reverse, after the USA ultimately loses the battle.

Day by Day… The US markets were closed for Memorial Day last Monday, then zig-zagged their way to higher levels by weekend. After losses Monday and Tuesday (relative to the previous Friday), the S&P/TSX Composite Index ended the week with a small loss. (All data points are relative to the previous Friday.)

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PTP… Our PTP APAR score remains well above the benchmark rates.

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We sold one position last week, and probably should have sold more. We had been taking advantage of the recent uptrend in Energy stocks; but that came to an unexpected abrupt end and reversal last week. Sadly, we were on vacation and enjoying other activities than trading! We’ll repair the damage this week. As a do-it-yourself investor you have to expect these situations to pop up now and then.

Spring 2018 Update on the Pot Patch

SYNOPSIS

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Canada’s finance Minister, Bill Morneau, said the federal government is willing to compensate the pipeline’s backers for any financial loss due to British Columbia’s attempts to obstruct the company’s Trans Mountain pipeline expansion. We think this is a bold but correct move for Canada’s economic future. Pipelines are the safest way to transport oil and gas, and Canada’s energy sector has suffered far too long from not being able to get its oil to market efficiently enough. As a consequence, investors suffer, because without pipelines, earnings and revenues are capped for all companies in that industry. Also, consumers suffer from higher heating and gasoline costs.

Day by Day… Here’s how last week played out on a daily basis. US stocks took a bit of a hit, but the S&P/TSX Composite stocks moved smoothly high

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The third part is rare side effects. robertrobb.com purchase cheap viagra A number of men might have the ability to produce hormones. tadalafil 10mg uk The most common ones are headaches, stuffy nose, back pain, upset stomach and flushing. cialis australia Each individual who pertained to an examined under any procurement of this Act. levitra samples PTP… The S&P 500 APAR (capital gains speedometer) slipped 5 percentage points last week but the S&P/TSX Composite Index counterpart gained 3%. Our PTP score rose to 311% from 216% the previous week.

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We added two two more holdings late last week… but it’s too early for them to affect the overall APAR score.

PTA Perspective… Spring 2018 Update on the Pot Patch
Although we still don’t have an official date for the legalization of recreational marijuana in Canada, the industry is growing by leaps and bounds. This week we bring you an update on pot stock performance, and the quick way to invest in that theme sector without doing a lot of homework… cannabis ETFs.

SCHEDULE NOTE: We will not be publishing TrendWatch Weekly next weekend, due to some much needed downtime. All the same, we will make every effort to update the Data & Charts Workbooks, so you can be ready to trade the following week.

Buy in May?

SYNOPSIS

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And so it goes! Fortunately, investors are finally realizing that a totally retarded US president can’t pose much of a threat; so the equities markets have been recovering and volatility has fallen. Still, you might want to think twice about investing in US companies that will suffer from his policies.

Day by Day… Here’s how last week played out on a daily basis. Good week overall… especially for the first week of the scary “Sell in May” months. S&P 500 stocks performed particularly well.

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PTP… The S&P 500 APAR (capital gains speedometer) and its S&P/TSX Composite Index counterpart both gained last week. And, so did out PTP speedometer.

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We added two new positions on Friday… so too early for them to affect our 216% score.

PTA Perspective… Buy in May?
Although we just covered our periodic review of seasonality effects a few weeks ago, including the classic “Buy in May and Go Away (for 6 months)” strategy, we’ve had requests for more info both for and against that tactic. After all, if it’s typically more profitable to be invested in stocks for just six months instead of 12, why put in the extra effort? So, we’ll follow up with a bit more detail, but ultimately you’ll have to make your own call.